Robo Global Robotics and AutROBOETF
13F holders, Q4 2025 (December 31)249holders +25
33new positions
20sold out
2famous investors
$69.32avg. 13F price*
At the end of Q4 2025, 249 institutions reported holding Robo Global Robotics and Aut (ROBO) in their 13F filings, up 25 from Q3 2025. 33 opened new positions and 20 sold out. The largest holders were UBS Group AG ($46.2M), Morgan Stanley ($38.9M) and LPL Financial LLC ($23.4M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Robo Global Robotics and Aut
- Filed as
- EXCHANGE TRADED CONCEPTS TRU (Q4 2025)
- CUSIP
- 301505707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $11.2M |
| Exits | 20 | $7.2M |
All 13F filers, Q3 2025 → Q4 2025: 376,369 shares bought and 249,034 shares sold, net +127,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| UBS Group AG | 0.01% | Reduce -0.7% | 666,350 | $46.2M |
| Morgan Stanley | 0.00% | Add +9.4% | 561,572 | $38.9M |
| LPL Financial LLC | 0.01% | Add +2.6% | 337,119 | $23.4M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 217,761 | $15.1M |
| Gray Foundation | 3.57% | No change | 205,000 | $14.2M |
| Biltmore Family Office, LLC | 1.93% | Add +0.1% | 201,667 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 196,876 | $13.6M |
| M & L Capital Management Ltd | 2.69% | Add +4.1% | 185,810 | $12.9M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 184,095 | $12.8M |
| Armstrong Advisory Group, Inc. | 0.76% | Add +3.8% | 161,977 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +16.6% | 144,722 | $10.0M |
| Carmel Capital Management L.L.C. | 2.08% | Add +0.8% | 98,940 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 90,574 | $6.3M |
| NTV Asset Management LLC | 0.65% | Add +1.0% | 88,510 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 85,187 | $5.9M |
| National Bank of Canada | 0.01% | Reduce -11.3% | 75,161 | $5.2M |
| Principal Securities, Inc. | 0.07% | Add +6.0% | 66,589 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.5% | 65,450 | $4.5M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.5% | 58,674 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.2% | 58,003 | $4.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 56,120 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +12.8% | 55,727 | $3.9M |
| SG Americas Securities, LLC | 0.00% | Add +0.2% | 50,103 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.9% | 48,973 | $3.4M |
| BIP Wealth, LLC | 0.11% | New | 45,331 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.5% | 44,137 | $3.1M |
| Humankind Investments LLC | 1.29% | No change | 41,500 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -3.9% | 39,200 | $2.7M |
| Pacific Sun Financial Corp | 1.26% | Reduce -0.5% | 37,809 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 37,367 | $2.6M |
| Focus Partners Wealth | 0.00% | Reduce -6.8% | 37,153 | $2.5M |
| Hyposwiss Advisors SA | 2.40% | — | 35,356 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 33,000 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -32.2% | 31,166 | $2.2M |
| Rainier Family Wealth Inc. | 1.58% | Add +19.6% | 30,213 | $2.1M |
| Summit Financial, LLC | 0.03% | Reduce -4.0% | 29,800 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +127.4% | 28,562 | $2.0M |
| Eagle Strategies LLC | 0.24% | Add +9.2% | 26,869 | $1.9M |
| Curbstone Financial Management Corp | 0.32% | Add +4.0% | 24,480 | $1.7M |
| Bank Ozk | 0.59% | No change | 23,959 | $1.7M |
| RPG Investment Advisory, LLC | 0.18% | Reduce -0.5% | 23,179 | $1.6M |
| Purpose Unlimited Inc. | 0.07% | — | 22,600 | $1.6M |
| Lido Advisors, LLC | 0.01% | New | 22,696 | $1.6M |
| Hancock Prospecting Pty Ltd | 0.05% | No change | 21,793 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | No change | 21,225 | $1.5M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -1.4% | 21,101 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.2% | 20,978 | $1.5M |
| Millennium Management | 0.00% | Add +208.4% | 20,914 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +40.3% | 20,876 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 20,820 | $1.4M |
| Fortis Group Advisors, LLC | 0.23% | Reduce -0.4% | 18,647 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 18,231 | $1.3M |
| Solutions 4 Wealth, Ltd | 1.89% | Add +0.3% | 18,070 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +66.4% | 17,345 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +24.9% | 14,693 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | New | 14,274 | $989K |
| Clay Northam Wealth Management, LLC | 0.52% | Reduce -7.7% | 13,408 | $929K |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 13,185 | $914K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.2% | 13,178 | $913K |
| Bessemer Group Inc. | 0.00% | No change | 12,940 | $897K |
| MML Investors Services, LLC | 0.00% | Add +10.1% | 12,217 | $847K |
| WCG Wealth Advisors LLC | 0.02% | New | 12,037 | $834K |
| Creative Planning | 0.00% | Reduce -18.6% | 11,840 | $821K |
| Advisory Services Network, LLC | 0.01% | Add +1820.6% | 11,831 | $820K |
| FMR LLC | 0.00% | Add +15.0% | 11,146 | $772K |
| James J. Burns & Company, LLC | 0.10% | Add +10.7% | 10,913 | $756K |
| Scotia Capital Inc. | 0.00% | Add +2.6% | 10,647 | $738K |
| Beck Capital Management, LLC | 0.17% | Add +4.1% | 10,544 | $731K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | No change | 10,380 | $719K |
| World Investment Advisors | 0.01% | Add +75.9% | 10,217 | $708K |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 10,084 | $699K |
| Objectivity Squared, LLC | 0.38% | Add +0.4% | 9,715 | $673K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.4% | 9,177 | $636K |
| Spire Wealth Management | 0.02% | No change | 9,167 | $635K |
| Mariner, LLC | 0.00% | Reduce -7.1% | 8,708 | $604K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 8,651 | $600K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.6% | 8,556 | $593K |
| NewEdge Advisors, LLC | 0.00% | Add +2.9% | 8,041 | $557K |
| Greenwich Wealth Management LLC | 0.02% | No change | 7,939 | $550K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -15.7% | 7,929 | $550K |
| Caprock Group, LLC | 0.01% | Reduce -5.8% | 7,908 | $548K |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 7,741 | $537K |
| Vontobel Holding Ltd. | 0.00% | Add +19.8% | 7,516 | $521K |
| Aspiring Ventures, LLC | 0.19% | No change | 7,500 | $520K |
| Milestones Private Investment Advisors LLC | 0.35% | Add +0.1% | 7,312 | $507K |
| Creekside Partners | 0.21% | Add +0.1% | 7,114 | $493K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,047 | $488K |
| Financial Freedom, LLC | 0.24% | No change | 6,997 | $485K |
| Certuity, LLC | 0.03% | Reduce -25.3% | 6,950 | $482K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +22.3% | 6,846 | $474K |
| D. E. Shaw & Co. | 0.00% | Reduce -6.9% | 6,758 | $468K |
| Wedmont Private Capital | 0.02% | No change | 6,400 | $465K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 6,263 | $458K |
| Financial Management, Inc. | 0.43% | — | 6,595 | $457K |
| Mustico Financial Group, Inc. | 0.35% | Add +2.5% | 6,208 | $454K |
| SOL Capital Management CO | 0.04% | Reduce -19.7% | 6,555 | $454K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.1% | 6,077 | $424K |
| Summit Asset Management, LLC | 0.06% | Add +4.2% | 6,084 | $422K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,853 | $406K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.3% | 5,805 | $402K |
"% of holder's portfolio" is ROBO's weight in each manager's 13F, not the share of Robo Global Robotics and Aut the manager owns.